A new survey from Global fintech firm InvestCloud finds that the investment management industry is drastically under-prepared to cater to the digital needs of the next generation of investors – not only in the US, but also in the UK.
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SIMON Markets (SIMON), an online distribution platform for financial professionals focused on structured investments, has added a new group of six investors and issuers – Barclays, Credit Suisse's NEXT Investors, HSBC, JP Morgan, Prudential and Wells Fargo, as Goldman Sachs completes the sale of a majority equity interest.
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TISA, the investments and savings membership alliance, has achieved ISO accreditation for the open standards underpinning the downstream and upstream reporting of Costs & Charges and Target Market Data in its MiFID II solution.
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